Our passion is partnering with our clients to crystallize their financial goals, design a strategy to achieve those goals and execute the plan to its completion. You know it’s not enough to just make a plan, even the most well designed strategies can fail if not executed properly and then monitored for progress and suitability. This is why we consistently monitor the progress of your plan and make changes as new developments come to light with your changing goals. Whether we are helping a young family set the path to achieve their ideal lifestyle and first home; assisting a newly widowed client in navigating and structuring his/or her retirement plan and new life; or advising a professional couple on structuring the sale of their business and transitioning into retirement, we are consistently behind the scenes working to get you there and keep you there: on track. Our Core Competencies include: Financial Planning, Wealth Management, Risk Management, Estate Planning and Multi-Generational Asset Transfer Planning, Managing Executive Deferred Comp Assets. We use the latest and the most sophisticated tools to produce accurate and realistic analyses. We pride ourselves on our independence and ability to work with the leading experts in all fields of wealth management, accounting and estate planning to design a comprehensive and robust strategy to achieve our clients’ goals.
Call (888) 858-1408. Blue Lion Medicare work with over 200 plans and specializes in savings seniors money on their Medicare coverage!
I Listen, I Research, I Educate, I Help, I Care. I am here to help YOU! Please call me directly at 862-266-6104 or email me at Dorothymcgintyhelps@gmail.com. MEDICARE, HEALTH, DENTAL, VISION, Licensed in; AZ, CO, FL, GA, MI, NJ, NY, NC, OH, SC, TX, VA. YOU may have more than one Insurance option. YOU may Qualify for Special Enrollment! YOU may qualify for a Subsidy! All voice mails messages left are returned as soon as possible. All emails to Dorothymcgintyhelps@gmail.com are replied to. Professional, Friendly, Licensed, Certified, Reliable help for your Medicare, Health, Dental, and Vision, Small Group, Individual, Family Health Insurance. There are ways to save and we now have Tele-Medicine/Tele-a-Doc! I'm here to make it easy. Also Hospital Indemnity, Cancer Care, Long Term Care, and more. I will answer all questions, provide details of information with a cost analysis to help you narrow your choices. Don't hesitate, I am here to help YOU! 862-266-6104. Respectfully, Dorothy McGinty - Dorothymcgintyhelps@gmail.com. Please review my Licensed States before you call. Not licensed in California
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Employee Benefits Consulting, Payroll, Human Resources, Exchange Consulting
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